Welcome to this week’s edition of 401(k) Real Talk, where Fred Barstein, contributing editor for WealthManagement.com’s RPA channel, reviews all of last week’s industry news and selects the five most important/interesting stories.
- TIAA outsources some recording functions to Accenture
- A GAO report details abuses with IRA rollovers
- John Nelson analyzes forfeiture lawsuits as another is filed
- How state mandates are creating new private plans
- Opportunities and challenges for advisors who want to manage clients’ DC accounts
This week’s poll: Within the next five years, what percent of 401(k) assets will be in group plans like PEPs:Worth reading/listening/noting:
- Groom outlines clarifications to the student loan program
- Another forfeiture lawsuit filed against $2B 403b plan
- How AI can create cybersecurity threats
- Are consumers becoming more receptive to retirement income?
- BC’s Munnell details issues with rollover advice
Read the transcript
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